I manage investment portfolios for a wide range of onshore and offshore clients including private individuals, trusts, charities and personal pension schemes.
My career began with a brief period of work experience on Citibank’s currency trading floor in London in 1999. I’ve worked in private client asset management ever since. I joined Greig Middleton (then Gerrards/ now Barclays Wealth) in December 1999 as an assistant investment manager. I left in 2008 as part of the original team that set up the Edinburgh office of Williams de Broë (now Investec) in April 2008. I then relocated to our Bournemouth office in 2010.
I graduated from Heriott-Watt University’s Business School with an MA Honours Degree in 1999. I’m a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI) and a registered representative of the London Stock Exchange. I also hold the Institute’s CISI Diploma.
I enjoy playing and watching a wide range of sports, particularly rugby and golf.